von Borstel & Associates, Inc.

Financial ServicesOregon, United States2-10 Employees

Von Borstel & Associates, Inc. is an independent financial planning firm that concentrates on aligning clients’ values, visions, and wealth to pursue financial clarity and ongoing success. Based in Portland, Oregon, the firm designs and implements customized wealth management strategies for affluent families, business owners, highly compensated professionals, and individuals experiencing a life transition such as the loss of a spouse. It emphasizes a low client-to-team approach to deliver a high level of service and operates as an independent advisor, selecting investments based on their suitability rather than proprietary products. The company serves clients through a process called The Vision to Wealth Process®, which aims to identify what matters most in clients’ lives and focus on controllable factors. Investment advisory services are provided through von Borstel & Associates, Inc., registered with the SEC. A recent development notes the firm’s activity in acquiring stakes in several publicly traded assets during the first quarter of 2025.

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